The “Quotes” feature allows you to manage the process of preparing and sending quotes to your customers and prospects.
Documentation#brand-new-quotes-management
Release notes2023
v4.14.0MinorReleased
Brand New Quotes Management, Improved Fields & Forms, Reports & Dashboards, Tags and more
Coevera 4.14.0 introduces a brand-new Quotes feature for preparing, sending, and tracking quotes linked to your opportunities, alongside bulk field-value import in Administration, refreshed Reports & Dashboards, and record-creation and Global Search improvements.
Quotes & DocumentsReportsAdministration
- Features
- 1
- Improvements
- 10
- Security
- —
Próximamente
Overview
The headline of this release is a brand-new Quotes feature that manages the process of preparing and sending quotes to customers and prospects. An individual Quote can be linked to an Opportunity as well as an Account and Contact(s), and multiple Quotes can be created against the same Opportunity to present different product and service offerings — with products and services synced bi-directionally between a Quote and its Opportunity. Quotes support their own configurable Quote Processes, can be Accepted or Archived in a similar way to Opportunities, work as an Automatizer trigger or action, and can be output to Office 365 Word or Google Docs templates and emailed directly to the customer.
Elsewhere, Administration › Fields & Forms lets admins bulk-add, export, and update the values of validated fields — Dropdowns, Multi select checkboxes, and Radio fields — instead of entering each value by hand, for both out-of-the-box and custom fields. Reports & Dashboards gain a clearer color scheme, pie-chart values displayed outside the chart, an option to show percentages on pie, column, multi-column, and bar charts, full multi-currency columns in reports, and totals on Insights graphs. New records are easier to work with too: tags can be added before a record is created, a notification banner links straight to a newly created record, dropdown, radio, and multi-select values now always follow the admin-defined sort order, and admins can make Coevera record ID fields searchable in Global Search.
What's in this release
- The brand-new Quotes feature manages the process of preparing and sending quotes to customers and prospects.
- A Quote can be linked to an Opportunity as well as an Account and Contact(s), and multiple Quotes can sit under one Opportunity with products and services synced bi-directionally.
- Quotes support configurable Quote Processes and can be Accepted or Archived in a similar way to Opportunities.
- Quotes can be used as an Automatizer trigger or action, and output to Office 365 Word or Google Docs templates to email directly to the customer.
- Admins can bulk-add, export, and update Dropdown, Multi select checkbox, and Radio field values instead of entering each one individually — for out-of-the-box and custom fields.
- Report values use a new color scheme, with pie-chart values now shown outside the chart for readability.
- Pie, column, multi-column, and bar charts can show percentages as well as, or instead of, numeric values.
- Reports display and export all multi-currency columns, including the currency symbol, currency code, foreign value, and base value.
- Insights graphs now display totals so they read correctly when copied into presentations.
- Tags can be added to a new record before clicking Create or Create & Open.
- A notification banner appears after Create, linking straight to the new record via a hyperlink or Open button.
- Dropdown, Radio, and Multi select checkbox values now always follow the admin-defined sort order in Reports and List views.
- Admins can enable Coevera record ID fields — Lead, Opportunity, Account, Contact, Activity, Appointment, Quote, and Project IDs — to be searchable in Global Search.
What we're proud of
Quotes join the sales process
The new Quotes feature manages preparing and sending quotes end to end — link a Quote to an Opportunity, Account, and Contacts, run it through a dedicated Quote Process, keep products and services in sync with the Opportunity, and output the finished quote to an Office 365 Word or Google Docs template to email straight to the customer.
01New · Pipeline
Brand New Quotes Management
Various Improvements
Administration › Fields & Forms
Coevera Admins can now import the values for validated fields (Dropdowns, Multi select checkboxes, Radio) instead of entering each value individually. It’s also possible to add/replace/update existing values by first exporting, then editing and then re-importing updated values. These options are available for out-of-the-box fields as well as custom fields.
Select an existing “Dropdown“, “Multi Select Checkbox” or “Radio” field and the “Bulk Add” and “Export” buttons will be available. For a new field, create and save the field and the options will then display when the new field is selected.
All screenshots
3#administration-fields-forms
Reports & Dashboards › Design Updates
We’ve changed the main color scheme of the reports so that values are better differentiated.
#reports-dashboards-design-updates
Data display in Pie Charts
Pie charts have been updated so that values are displayed outside of the chart for better readability.
#data-display-in-pie-charts
Percentage values in charts
When using pie, column, multi-column or bar charts, users can now select “Show percentages” (as well as, or instead of, “Show numeric values”).
#percentage-values-in-charts
Report Multi Currency Values
When currency fields are included in reports — for example, by selecting “Opportunity Value” — all currency fields will be displayed (and exported).
For our example in the report above using “Opportunity Value“, the following columns will be included in the report:
All screenshots
2#report-multi-currency-values
Insights › Graph Values Displayed
Values have been added to graphs in Insights so that totals are displayed when graphs are copied to be used in presentations.
#insights-graph-values-displayed
Notifications on Creating Records
Once a new record has been created by clicking on the “Create” button (rather than “Create & Open”), a new notification banner will display. Users can click on either the hyperlink or the “Open” button to jump straight to their new record.
#notifications-on-creating-records
Global Search › Search by Coevera Record ID
Admins can now enable the Coevera record ID fields to be searchable using the “Global Search”
The Coevera record ID fields include: “Lead ID“, “Opportunity ID“, “Account ID“, “Contact ID“, “Activity ID“, “Appointment ID“, “Quote ID“, “Project ID“.
#global-search-search-by-coevera-record-id
Frequently Asked Questions
Related releases
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